— Know what they know.
Not Investment Advice
Pension ← All Institutions

Golden Reserve Retirement LLC

270 BRADENTON AVE, DUBLIN, OH 43017 • 614-254-6561

Q4 2025 · Filed 2026-01-29
Market Value
$539M
+40.2%
Holdings
127
+101
New Purchases
109
Added To
16
Closed
1
Reduced
0
Top 10 Concentration
88.4%
Turnover
86.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVGO 1.22% 0.00% +1.22% $7M
MSFT 0.94% 0.08% +0.86% $5M
NVDA 0.92% 0.21% +0.71% $5M
AAPL 0.75% 0.14% +0.61% $4M
SPY 0.51% 0.00% +0.51% $3M
AMZN 0.41% 0.08% +0.33% $2M
ABBV 0.31% 0.00% +0.31% $2M
BIL 0.33% 0.07% +0.26% $2M
LLY 0.25% 0.00% +0.25% $1M
VOO 0.23% 0.00% +0.23% $1M
BRK-B 0.23% 0.00% +0.23% $1M
JPM 0.22% 0.00% +0.22% $1M
SCHF 0.22% 0.00% +0.22% $1M
GOOGL 0.30% 0.08% +0.22% $2M
GOOG 0.21% 0.00% +0.21% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SCHG 24.85% 29.78% -4.93% $134M
VTI 25.77% 30.15% -4.38% $139M
QQQ 12.93% 15.18% -2.25% $70M
SCHD 12.21% 13.93% -1.73% $66M
SCHA 8.31% 9.69% -1.37% $45M
JEPI 0.00% 0.06% -0.06% $0
UMAR 0.04% 0.06% -0.02% $236K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 92.5%
Technology 3.2%
Communication Services 1.1%
Consumer Cyclical 0.9%
Healthcare 0.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 54 $264M 49.0%
Large Cap 51 $264M 49.0%
Mid Cap 5 $2M 0.3%
Small Cap 11 $4M 0.8%
Micro Cap 6 $5M 0.8%

Portfolio Analytics

Avg Market Cap
$456.4B
Median Market Cap
$149.0B
Avg P/E
37.4
Median P/E
27.6
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
66
# ETFs / Funds
61

Top Holdings (127 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 25.77% 414,424 $139M $335.27 $23M +61,191 +17.3%
2 SCHG 24.85% 4,107,553 $134M $32.62 $19M +519,203 +14.5%
3 QQQ 12.93% 113,520 $70M $614.31 $11M +16,320 +16.8%
4 SCHD 12.21% 2,399,550 $66M $27.43 $12M +436,270 +22.2%
5 SCHA 8.31% 1,574,202 $45M $28.48 $8M +239,408 +17.9%
6 AVGO 1.22% 18,942 $7M $346.11 +18,942 NEW
7 MSFT 0.94% 10,533 $5M $483.62 $5M +10,042 +2045.2%
8 NVDA 0.92% 26,470 $5M $186.50 $4M +22,341 +541.1%
9 AAPL 0.75% 14,893 $4M $271.86 $3M +12,895 +645.4%
10 SPY 0.51% 4,049 $3M $681.98 +4,049 NEW
11 AMZN 0.41% 9,594 $2M $230.82 $2M +8,406 +707.6%
12 BIL 0.33% 19,733 $2M $91.38 $2M +16,705 +551.7%
13 ABBV 0.31% 7,346 $2M $228.49 +7,346 NEW
14 GOOGL 0.30% 5,165 $2M $312.97 $1M +3,936 +320.3%
15 LLY 0.25% 1,274 $1M $1,074.41 +1,274 NEW
16 AZAJ 0.24% 30,785 $1M $41.24 $752K +17,779 +136.7%
17 VOO 0.23% 1,951 $1M $627.24 +1,951 NEW
18 BRK-B 0.23% 2,432 $1M $502.56 +2,432 NEW
19 JPM 0.22% 3,750 $1M $322.19 +3,750 NEW
20 SIXF 0.22% 36,946 $1M $31.91 $700K +21,542 +139.8%
21 SCHF 0.22% 48,927 $1M $24.04 +48,927 NEW
22 GOOG 0.21% 3,650 $1M $313.82 +3,650 NEW
23 PLTR 0.21% 6,393 $1M $177.75 +6,393 NEW
24 TSLA 0.20% 2,443 $1M $449.67 +2,443 NEW
25 IBM 0.20% 3,674 $1M $296.23 +3,674 NEW
26 PG 0.19% 7,226 $1M $143.31 +7,226 NEW
27 ORCL 0.19% 5,162 $1M $194.92 +5,162 NEW
28 COST 0.19% 1,160 $1M $862.33 +1,160 NEW
29 SHW 0.18% 3,016 $977K $324.03 +3,016 NEW
30 DECT 0.18% 26,243 $962K $36.66 $563K +14,993 +133.3%
31 XLK 0.18% 6,655 $958K $143.98 +6,655 NEW
32 META 0.17% 1,423 $939K $659.98 +1,423 NEW
33 VEA 0.16% 14,225 $889K $62.47 +14,225 NEW
34 IVV 0.15% 1,184 $811K $684.73 +1,184 NEW
35 JNJ 0.15% 3,790 $784K $206.96 +3,790 NEW
36 XOM 0.13% 5,820 $700K $120.34 +5,820 NEW
37 NSC 0.13% 2,412 $696K $288.72 +2,412 NEW
38 NUE 0.13% 4,236 $691K $163.12 +4,236 NEW
39 HD 0.12% 1,894 $652K $344.16 +1,894 NEW
40 AKRE 0.12% 9,632 $631K $65.51 +9,632 NEW
41 WMT 0.12% 5,600 $624K $111.41 +5,600 NEW
42 DIS 0.11% 5,371 $611K $113.77 +5,371 NEW
43 VB 0.11% 2,240 $578K $257.94 +2,240 NEW
44 CVS 0.11% 7,160 $568K $79.36 +7,160 NEW
45 ABT 0.10% 4,468 $560K $125.29 +4,468 NEW
46 RTX 0.10% 2,934 $538K $183.40 +2,934 NEW
47 SCHX 0.10% 19,283 $519K $26.91 +19,283 NEW
48 DECW 0.10% 15,167 $515K $33.94 $305K +8,794 +138.0%
49 AMD 0.09% 2,350 $503K $214.16 +2,350 NEW
50 BILZ 0.09% 4,967 $500K $100.77 $294K +2,931 +144.0%
51 ZROZ 0.09% 7,506 $482K $64.25 +7,506 NEW
52 CVX 0.09% 3,108 $474K $152.41 +3,108 NEW
53 VUG 0.09% 967 $472K $487.76 +967 NEW
54 XLF 0.09% 8,574 $470K $54.77 +8,574 NEW
55 BSCV 0.09% 27,545 $460K $16.70 +27,545 NEW
56 BSCW 0.09% 21,973 $459K $20.87 +21,973 NEW
57 JPST 0.08% 9,006 $456K $50.59 +9,006 NEW
58 BSCZ 0.08% 21,862 $455K $20.81 +21,862 NEW
59 BSCY 0.08% 21,590 $454K $21.02 +21,590 NEW
60 BSCX 0.08% 21,131 $453K $21.46 +21,131 NEW
61 IWF 0.08% 955 $452K $473.32 +955 NEW
62 BSCU 0.08% 26,464 $448K $16.92 +26,464 NEW
63 CSCO 0.08% 5,772 $445K $77.02 +5,772 NEW
64 V 0.08% 1,241 $435K $350.57 +1,241 NEW
65 GE 0.08% 1,363 $420K $308.05 +1,363 NEW
66 IEFA 0.08% 4,677 $418K $89.46 +4,677 NEW
67 PEP 0.07% 2,762 $396K $143.51 +2,762 NEW
68 USMV 0.07% 4,143 $390K $94.16 +4,143 NEW
69 XLI 0.07% 2,436 $378K $155.12 +2,436 NEW
70 BAC 0.07% 6,777 $373K $55.00 +6,777 NEW
71 GS 0.07% 415 $365K $879.01 +415 NEW
72 UNH 0.07% 1,079 $356K $330.11 +1,079 NEW
73 MS 0.07% 1,989 $353K $177.49 +1,989 NEW
74 DGRO 0.06% 5,030 $349K $69.42 +5,030 NEW
75 IAU 0.06% 4,274 $347K $81.17 +4,274 NEW
76 VYM 0.06% 2,374 $341K $143.54 +2,374 NEW
77 SCHM 0.06% 11,322 $340K $30.07 +11,322 NEW
78 CAT 0.06% 577 $330K $572.38 +577 NEW
79 LOW 0.06% 1,365 $329K $241.16 +1,365 NEW
80 DIA 0.06% 667 $321K $480.58 +667 NEW
81 AEP 0.06% 2,777 $320K $115.30 +2,777 NEW
82 NFLX 0.06% 3,318 $311K $93.76 +3,318 NEW
83 XLC 0.06% 2,609 $307K $117.72 +2,609 NEW
84 MA 0.06% 534 $305K $570.35 +534 NEW
85 VCIT 0.05% 3,532 $296K $83.75 +3,532 NEW
86 VGT 0.05% 391 $295K $754.60 +391 NEW
87 XLV 0.05% 1,897 $294K $154.80 +1,897 NEW
88 SIXP 0.05% 9,295 $293K $31.55 +9,295 NEW
89 HON 0.05% 1,480 $289K $195.07 +1,480 NEW
90 IJH 0.05% 4,327 $286K $66.00 +4,327 NEW
91 CSHI 0.05% 5,735 $285K $49.73 +5,735 NEW
92 WFC 0.05% 3,046 $284K $93.21 +3,046 NEW
93 BSCT 0.05% 15,001 $283K $18.84 +15,001 NEW
94 TUA 0.05% 12,873 $282K $21.90 +12,873 NEW
95 IBHF 0.05% 12,189 $281K $23.08 +12,189 NEW
96 HYS 0.05% 2,965 $281K $94.82 +2,965 NEW
97 MCD 0.05% 915 $280K $305.78 +915 NEW
98 WM 0.05% 1,265 $278K $219.73 +1,265 NEW
99 VTV 0.05% 1,453 $278K $191.06 +1,453 NEW
100 KO 0.05% 3,910 $273K $69.91 +3,910 NEW

New Positions

SymbolValue% Port
AVGO $7M 1.22%
SPY $3M 0.51%
ABBV $2M 0.31%
LLY $1M 0.25%
VOO $1M 0.23%
BRK-B $1M 0.23%
JPM $1M 0.22%
SCHF $1M 0.22%
GOOG $1M 0.21%
PLTR $1M 0.21%
TSLA $1M 0.20%
IBM $1M 0.20%
PG $1M 0.19%
ORCL $1M 0.19%
COST $1M 0.19%

Sold Out Positions

SymbolValue% Port
JEPI —%
View SEC EDGAR Filings for Golden Reserve Retirement LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms